Josh Brown 8.5 145 ideas
CEO, Ritholtz Wealth Management
After 1 day
45%winrate
-0.1% avg
43W / 52L · 95/95 ideas
After 1 week
51%winrate
-0.2% avg
46W / 44L · 90/95 ideas
After 1 month
34%winrate
-1.8% avg
25W / 49L · 74/95 ideas
Recent positions
TickerDirEntryP&LDate
By sector
Stock
117 ideas
-1.1%
ETF
26 ideas
-4.6%
Crypto
1 ideas
-3.6%
unresolved
1 ideas
Top tickers (by frequency)
IGV
6 ideas
33% W
-2.6%
VLO
5 ideas
100% W
+18.2%
XOM
5 ideas
100% W
+5.7%
AAPL
4 ideas
0% W
-6.1%
CVX
4 ideas
100% W
+8.5%
Best and worst calls
Best calls
FND SHORT
+24.4%
Pool Corp (POOL) and Floor & Decor (FND) are "murdered" in the market. Pool builds are down 50% since the pandemic peak....
Feb 24
OXY LONG
+23.9%
Josh observes that while the S&P 500 is flat, "Halo" sectors (Energy, Materials, Industrials, Staples, Utilities) are si...
Feb 24
VLO LONG
+18.2%
Investors are fleeing asset-light businesses due to AI disruption fears. Brown identifies "HALO" stocks (Heavy Assets, L...
Feb 10
Worst calls
UPS LONG
-17.5%
Investors are fleeing asset-light businesses due to AI disruption fears. Brown identifies "HALO" stocks (Heavy Assets, L...
Feb 10
MLM LONG
-17.1%
Investors are fleeing asset-light businesses due to AI disruption fears. Brown identifies "HALO" stocks (Heavy Assets, L...
Feb 10
TTAN LONG
-17.0%
Software stocks were decimated (down ~60% in some cases) on fears that AI would replace them, but are now stabilizing/bo...
Mar 03
Momentum market offers diverse winners.
This is a momentum market where the momentum factor is outperforming, with winners across various sectors such as technology, energy, and materials, as evidenced by stocks like Intel, Valero, Exxon, Lam Research, Newmont, and Sienna, supported by rising earnings growth expectations.
CEO, Ritholtz Wealth Management
Speaker presents charts showing the Biotech ETFs (XBI - equal-weighted, IBB - cap-weighted) are "acting great technically" and consolidating, with the XBI/IBB ratio suggesting further relative upside for XBI. The improving technical posture, after a prolonged period of weakness, indicates building momentum and a potential breakout. LONG on biotech ETFs, with a preference for the equal-weighted XBI based on the ratio chart. A broader market sell-off negating the sector's technical strength.
CEO, Ritholtz Wealth Management
Speaker highlights JP Morgan's "fortress balance sheet," consistent ~20% Return on Tangible Common Equity, strategic acquisitions of failed banks (e.g., First Republic), and its status as a beneficiary of industry consolidation. These factors demonstrate superior risk management, operational efficiency, and an ability to grow through crisis, creating a durable competitive advantage. LONG for long-term ownership, viewed as a core holding that doesn't need to be sold due to temporary analyst downgrades or short-term price moves. A systemic banking crisis severe enough to breach its risk management.
JPM
The Compound News
Apr 07, 21:00
CEO, Ritholtz Wealth Management
Technical analysis shows NFLX price action "acting very well," having held a prior gap, with the next resistance at ~$120. A stop-loss is identified at $90. Fundamentals are cited as strong post-price hike. The defined technical levels ($90 stop, $120 target) create a favorable risk/reward setup (risking ~$9 to make ~$20). LONG based on the technical setup and positive fundamental backdrop. Price breaking down below the $90 support level.
NFLX
The Compound News
Apr 07, 21:00
CEO, Ritholtz Wealth Management
Josh Brown explicitly stated, "if you see this stock recover most of the foldable iPhone crash of 2026 between now and the close, you just need to be long this name." He also earlier said, "Close your eyes and buy it," referring to Apple. He attributes the day's sharp decline to algorithmic selling on a negative headline (foldable iPhone delay). He observes the stock is "digesting sellers very rapidly" at a key technical support level (the 200-day moving average). Once selling pressure abates, he expects the stock to lift. The stock is at a critical decision point with defined support and resistance. A recovery by the close would indicate strong buyer absorption and provide a signal to establish or add to long positions. A sustained break below the 200-day moving average and the January low (~$243.5) would neutralize the bullish technical setup and potentially signal further downside.
AAPL
CNBC
Apr 07, 18:23
CEO, Ritholtz Wealth Management
Josh Brown explicitly stated he bought shares in Delta Air Lines because it has its own refinery and is "the best airline." Delta's ownership of a refinery provides a partial hedge against high jet fuel prices, enhancing resilience during oil volatility. If oil prices stabilize or decline, airlines could see significant upside. LONG position as Delta is positioned as a resilient play within the airlines sector amid geopolitical and oil price uncertainty. Prolonged high oil prices or further escalation in the Middle East could increase operational costs despite the refinery advantage.
DAL
The Compound News
Apr 03, 13:00
CEO, Ritholtz Wealth Management
Josh Brown called NVIDIA the "sexiest pitch" and said if he ran any type of fund, he would be buying it, but noted that if the previous day's lows don't hold, the next 10% move is lower. The stock fell from $215 to ~$170, potentially due to algorithmic selling at breakdown levels, and now trades at a historically low multiple (15x forward earnings) despite massive projected earnings growth. WATCH for a hold of the recent low ~$160s as a critical support level; a bounce from here presents a high-reward opportunity, but a break lower suggests further downside. A break below the recent low, triggering another wave of systematic selling.
NVDA
The Compound News
Mar 31, 22:26
CEO, Ritholtz Wealth Management
Josh Brown explicitly bought IGV (software ETF) at the low on Friday and, when asked, stated the software stock group is in "fat pitch territory." The group was in a ~35% drawdown to critical support. The market needed to see a software rebound for psychological health, and buyers returned with strong single-day moves (e.g., Meta up 7%). LONG because the severe decline in a sector with strong underlying demand creates a high-probability, high-reward entry point for the medium to long term. A market-wide crash that breaks the established support levels.
IGV
The Compound News
Mar 31, 22:26
CEO, Ritholtz Wealth Management